Sch Us Mid-cap Etf etf shares owned by Bullock Wealth Management Group
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Bullock Wealth Management Group
from 13F filings
Historical chart of Bullock Wealth Management Group investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by Bullock Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $285k | 8.3k | 34.30 |
| 2026-03-31 | $270k | 8.6k | 31.25 |
| 2025-12-31 | $250k | 8.3k | 30.07 |
| 2025-09-30 | $246k | 8.3k | 29.77 |
| 2025-06-30 | $233k | 8.2k | 28.29 |
| 2025-03-31 | $230k | 8.7k | 26.31 |
| 2024-12-31 | $242k | 8.7k | 27.71 |
| 2024-09-30 | $240k | 2.9k | 82.50 |
| 2024-06-30 | $238k | 3.1k | 77.09 |
| 2024-03-31 | $249k | 3.1k | 80.95 |
| 2023-12-31 | $231k | 3.1k | 75.32 |
| 2023-09-30 | $204k | 3.1k | 66.85 |
| 2023-06-30 | $217k | 3.0k | 71.24 |
| 2023-03-31 | $206k | 3.0k | 67.82 |
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